Creating customer-specific items is simple and will only need to be created once when processing an order.

When processing an order for the customer, do the following:

• Add the relevant information (customer, delivery date, etc.)

• When ‘matching’ an item, write the customer-specific item name

• Click ‘add product’

• Add the name, product code (must match the code in your ERP) and unit.

• Add the specification that differentiates this product from others.

• Save

This product will be visible at the individual customer level and can be managed by navigating to menu > customers > matched products.

If this customer-specific item is bought by other customers, you will need to match it to each customer’s product list once for it to be visible.

If you have any further questions about customer-specific items, you can email integrations@rekki.com